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Marcum Wealth’s Enterprise Products Partners EPD Stock Holding History

Marcum Wealth’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$422K Buy
12,351
+462
+4% +$15.4K 0.04% 216
2024
Q4 		$373K Sell
11,889
-5,153
-30% -$158K 0.03% 243
2024
Q3 		$496K Sell
17,042
-22
-0.1% -$643 0.05% 198
2024
Q2 		$495K Buy
17,064
+44
+0.3% +$1.26K 0.05% 194
2024
Q1 		$497K Sell
17,020
-535
-3% -$14.7K 0.05% 192
2023
Q4 		$463K Buy
17,555
+328
+2% +$8.74K 0.05% 193
2023
Q3 		$472K Buy
17,227
+892
+5% +$23.9K 0.06% 182
2023
Q2 		$430K Buy
16,335
+411
+3% +$10.7K 0.05% 194
2023
Q1 		$412K Buy
15,924
+1,562
+11% +$40.1K 0.05% 204
2022
Q4 		$346K Sell
14,362
-306
-2% -$7.53K 0.05% 220
2022
Q3 		$349K Sell
14,668
-202
-1% -$5.21K 0.05% 210
2022
Q2 		$362K Sell
14,870
-120
-0.8% -$3.16K 0.05% 205
2022
Q1 		$387K Buy
14,990
+2,978
+25% +$72.3K 0.05% 206
2021
Q4 		$264K Sell
12,012
-2,899
-19% -$65K 0.04% 281
2021
Q3 		$323K Sell
14,911
-6,444
-30% -$146K 0.05% 226
2021
Q2 		$515K Buy
21,355
+272
+1% +$6.44K 0.08% 142
2021
Q1 		$464K Buy
21,083
+9,760
+86% +$215K 0.08% 157
2020
Q4 		$222K Buy
+11,323
New +$211K 0.05% 131

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Marcum Wealth's EPD Position: Q1 2025 in Review

Marcum Wealth increased its Enterprise Products Partners (EPD) stake by 3.9% in Q1 2025, buying an estimated $15.4K and bringing the position to 12,351 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #216.

Marcum Wealth first reported a position in EPD in Q4 2020 and has held it in 18 quarters since. The position peaked at $515K in Q2 2021. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Marcum Wealth held 12,351 shares of Enterprise Products Partners worth $422K as of Q1 2025.
  • Marcum Wealth bought 462 Enterprise Products Partners shares in Q1 2025, an estimated $15.4K.
  • Enterprise Products Partners made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #216 holding.
  • Marcum Wealth first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Enterprise Products Partners position peaked at $515K in Q2 2021.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.